Webinars

Actions and Contacts

Using the Action List

Record a Contact GDPR and Consent Changes to Make GDPR easier Part 1 Changes to Make GDPR easier Part 2 GDPR Settings Consent Rules Cleanse/Anonymise Records Consent Report Reporting KPI Report Designer Blue Folder Lookup Collaborative Reporting Excel Pivot Tables Advanced Reporting with Pivot Charts VLOOKUPS Extension Databases Extension Database Setup 1/2 Extension Database Setup 2/2 Extension Database Reports Setting up an Excel Linked Ext DB Clubs and Clinics Clubs and Clinics Setup Adding Members Club and Clinic Monitoring Alternative Method for Group Attendance Benefits Benefits Module Classification Codes Creating Classification Codes User & Group Access User Access Controls Group Access See My Own Clients Using Charitylog for HR Managing Volunteer Records Projects & Templates Introduction to Projects Project Set-up - General Tab Project Set-up - Record a Contact Tab Referral/Case Templates Outcomes Ladder Outcome Setup 1/3 Data Entry of Ladder Outcomes 2/3 Reporting on Ladder Outcome Data 3/3 Simple Outcomes Customise Orgs & People Edit Fields Edit Tabs Edit Links Minimum Data Sets Rules for Anonymous Contacts Other Record Types Organisations Relationships Adding Relationships Managing Relationships Standard Letter Templates Standard Letter Templates Courses & Qualifications Courses & Qualifications Courses & Qualifications Report Groups & Skills Groups & Skills Report Roster/Support Worker Module Creating a Plan Confirm Work Schedules Complete Work Schedules Job cards Payroll and Invoicing for SW Jobs Data Migration Job cards